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1WCM

12 West Capital Management Portfolio holdings

AUM $592M
1-Year Est. Return 40.75%
This Fund
S&P 500
This Quarter Est. Return
-0.39%
1 Year Est. Return
+40.75%
3 Year Est. Return
+135.85%
5 Year Est. Return
+71.32%
10 Year Est. Return
+854.35%
AUM
$592M
AUM Growth
-$247M
Cap. Flow
-$236M
Cap. Flow %
-39.79%
Top 10 Hldgs %
86.76%
Holding
26
New
8
Increased
1
Reduced
10
Closed
6

Top Buys

1
WRBY icon
Warby Parker
WRBY
+$32.4M
2
HTFL
Heartflow Inc
HTFL
+$17.4M
3
AFRM icon
Affirm
AFRM
+$10.7M
4
OFRM
Once Upon a Farm PBC
OFRM
+$7.51M
5
SHOP icon
Shopify
SHOP
+$6.83M

Top Sells

1
GDS icon
GDS Holdings
GDS
+$73.2M
2
SHAK icon
Shake Shack
SHAK
+$66.2M
3
KVYO icon
Klaviyo
KVYO
+$59.7M
4
WING icon
Wingstop
WING
+$18.8M
5
TOST icon
Toast
TOST
+$17.9M

Sector Composition

1 Technology 28.08%
2 Consumer Discretionary 23.83%
3 Consumer Staples 15.38%
4 Healthcare 14.54%
5 Communication Services 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BBNX
26
Beta Bionics
BBNX
$751M
– –
-575,000
Closed -$17.5M
1
2

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